Mutual Fund Jobs in Columbus
and heavy data entry, contributing to various fund valuation processes and calculating net asset valuations (NAVs) for a designated set of mutualfunds or investment products. This role offers a unique opportunity for Entry Level Finance professionals...
Are you a customer services wiz in the financial services and/or Insurance vertical? Are you tech saavy and comfortable taking inboud and outbourd calls to help your customers? Candidates with experience with investments (Mutualfunds...
Information systems and
insurance/financial services industry practices (i.e. annuities, mutualfunds) preferred.
Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
Ability to prioritize...
with fee-based consulting, tax, mutualfunds, money manager programs, insurance and financial planning
- Depth of experience working with high net worth or ultra-high net worth clients
- Mastery of various financial planning and investment software products...
of investment solutions including mutualfunds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity...
will support and our advisors and clients with professionalism and confidentiality.
About the Role- Minimum of two years experience in processing a variety of insurance and investment products
- Knowledge of mutualfunds, segregated funds, investment...
- Knowledge of investment management principles and strategies
- Understanding of financial planning and retirement
Qualifications:
- MutualFunds licence
- Life Insurance licence
- Strong...